+20.7%
KRE vs ASX
+142.3%
-121.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.5% | -0.5% |
| 7D | +0.3% | +22.1% | -21.8% | -0.4% |
| 30D | +5.0% | -23.8% | +28.8% | +5.6% |
| 3M | -5.7% | -7.6% | +1.9% | -5.8% |
| 6M | +7.5% | +6.9% | +0.6% | +5.8% |
| YTD | +13.8% | +127.7% | -113.8% | +4.6% |
| 1Y | +20.7% | +144.5% | -123.9% | +9.4% |
| All | +20.7% | +142.3% | -121.6% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling